JWM

Jupiter Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 30.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$571K
3
+$311K
4
MU icon
Micron Technology
MU
+$204K
5
CELL
PhenomeX Inc. Common Stock
CELL
+$202K

Top Sells

1
+$2.32M
2
+$2.28M
3
+$2.13M
4
AAPL icon
Apple
AAPL
+$2.01M
5
WFC icon
Wells Fargo
WFC
+$1.8M

Sector Composition

1 Consumer Discretionary 17.97%
2 Technology 16.11%
3 Healthcare 15.98%
4 Communication Services 11.57%
5 Financials 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,759
77
– –
-15,000
78
– –
-48,860
79
– –
-7,000
80
– –
-6,500
81
– –
-9,611
1 2 3
4